Compare Fortinet Inc (FTNT) vs VanEck Semiconductor ETF (SMH) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Fortinet Inc vs VanEck Semiconductor ETF — how do they compare? Fortinet Inc trades at $190.56 (market cap $138.75B), while VanEck Semiconductor ETF trades at $616.8 (market cap $73.92B). The key difference: Fortinet Inc is the larger of the two by market cap, and Fortinet Inc is trading nearer its 52-week high, VanEck Semiconductor ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fortinet Inc for 72 Days and VanEck Semiconductor ETF for 101 Days on average.
| FTNT | SMH | |
|---|---|---|
Market Cap | $138.75B | $73.92B |
Volume | 2,956,908 | 11,050,892 |
Sector | Technology | — |
52-Week High | $191.27 | $668.91 |
52-Week Low | $75.23 | $325.10 |
Typical Hold Time | 72 Days | 101 Days |
Enterprise Value | $135.17B | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Fortinet (FTNT) trades at $189.28, down 1.04% on the day but near its 52-week high, supported by a bullish technical trend and strong moving averages. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $0.90 surpassing the $0.746 estimate. Revenue growth remains solid, climbing to $6.80 billion in 2025, while profitability metrics like a 28.17% net income margin and 117.44% ROE highlight operational efficiency. Recent news highlights AI-driven cybersecurity demand and raised 2026 guidance as key growth catalysts.
The outlook for FTNT is positive, driven by accelerating platform demand and AI security expansion, though elevated valuation ratios (P/E of 66.88) pose a risk if growth moderates. Analyst consensus leans bullish with a 42% buy rating, but the stock trades above the $158.64 average price target, suggesting near-term caution. Key risks include competitive pressures and execution challenges in sustaining high growth rates amid economic uncertainty.
SMH (VanEck Semiconductor ETF) trades at $625.03, down 1.18% on the day but maintains a strong bullish technical outlook with moving averages signaling continued strength. The semiconductor sector has demonstrated exceptional performance in 2026, with SMH delivering approximately 69% returns year-to-date through September 30, significantly outpacing broader market indices. Recent industry developments include AMD's $8.2 billion acquisition of World Labs, expanding AI capabilities across the semiconductor ecosystem.
The semiconductor sector's robust growth trajectory, driven by AI adoption and expanding global demand, positions SMH for continued upside potential. However, concentration risk in top holdings like Nvidia and elevated RSI levels near 76 suggest potential near-term volatility. Bank of America projects the global chip market could nearly double by 2030, supporting long-term growth prospects despite current valuation concerns.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Fortinet Inc
Fortinet is a cybersecurity vendor that sells products, support, and services to small and midsize businesses, enterprises, and government entities. Its products include unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. Services revenue is primarily from FortiGuard security subscriptions and FortiCare technical support. At the end of 2021, products were 38% of revenue and services were 62% of sales. The California-based company sells products worldwide.
Read more on FTNT →About VanEck Semiconductor ETF
The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →
